Position in LAZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$94,039,587
-$10,322,133 QoQ
Shares Held
2,242,241
-8.7% QoQ
Ownership
2.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 343 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Research Global Investors holds $5,014,031,258 across 8 Capital Markets names. LAZ ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,070,606 | $3,777,479,478 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
18,332,069 | $501,198,766 | |
| 3 | GS |
Goldman Sachs Group Inc
|
274,627 | $277,749,508 | |
| 4 | SF |
Stifel Financial Corp
|
2,683,784 | $187,247,609 | |
| 5 | LAZ |
Lazard, Inc.
This page
|
2,242,241 | $94,039,587 | |
| 6 | XP |
XP Inc.
|
5,038,054 | $81,918,758 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
526,868 | $70,668,804 | |
| 8 | IREN |
IREN Ltd
|
518,888 | $23,728,748 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,039,587 | 2,242,241 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $104,361,720 | 2,456,726 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $119,298,614 | 2,456,726 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $117,990,323 | 2,235,512 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $113,535,601 | 2,366,311 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $164,033,260 | 3,788,297 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $228,044,868 | 4,429,776 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $211,033,658 | 4,188,838 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $87,829,081 | 2,300,395 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||